Adding a Payment

Adding a Payment





  1. In the top right-hand menu click on the magnifying glass icon to use Quick Search

    1. Type the client’s name

    2. Click the magnifying glass icon again

  2. Scroll down to the list of Leads/Clients and click the Account Summary icon

  3. Scroll down to the ACTIVE ENROLLMENT section. Find the enrollment that you would like to add a payment to and then click the Plus icon. This will open up the ADD Payment screen.

  4. in the Payment Type field, select Add a payment

  5. Fill in the following fields:

    1. Payment Method

    2. Payment Date

    3. Student

    4. Subject

    5. Amount

    6. Reference

  6. Click SAVE


    • Related Articles

    • Adding a Team Member (EC, Administrator, Employee) in BANG

      Hover over Activities Select Team Members where you will see the Directory of everyone on your team.  Click on Add a Team Member In the PERSONAL INFORMATION section fill in: Title: Suffix: First Name *Mandatory Last Name *Mandatory Birth ...

    • Integrating your calendar in BANG

      Integrating your calendar Adding External Calendar to the System Hover over your initials on the top-right of the screen (circular icon) Select My Profile in the drop-down menu In the Calendar Email field, add your Google Calendar account (email) ...

    • Voiding a Payment

      Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want  Scroll down to TRANSACTION SUMMARY and click on the Void Transaction Icon Document the reason to void the payment  Click Save. The TRANSACTION ...

    • BANG: Re-Enrollment Process

      Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...

    • BANG Icon List

      Icon Explanation  Edit  Create a Duplicate Campaign  Make a Campaign Inactive  Delete  Book Consultation  Add/Renew Enrollment  Account Summary  Add Notes  Cancel Consultation/Enrollment  Reschedule Consultation  Filter Filtered List, if you hover ...